STOREHOUSE FINANCIAL LLC
Adviser information for STOREHOUSE FINANCIAL LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,197 | $174.1M |
| Non-Discretionary | 0 | $0 |
| Total | 1,197 | $174.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,168 | $124.3M |
| HNW Individuals | 26 | $47.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 1 | $2.3M |
| Charitable organizations | 2 | $100,000 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-122416 |
|---|---|
| SEC ERA File Number | 801-122416 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 140738 |
| Legal Entity Identifier | None |
Principal Office
3200 RIVERFRONT DR.SUITE 204
FORT WORTH
TX
United States
BY APPOINTMENT ONLY., BY APPOINTMENT ONLY.
Tel: 877-305-3233, Fax: None
Chief Compliance Officer
STEPHEN STULL
CEO
3200 RIVERFRONT DR.
SUITE 204
FORT WORTH
TX
United States
Tel:
877-305-3233
S******@**********************M
(Full email address available in API data)
Regulatory Contact
DAVID STULL
PRESIDENT
3200 RIVERFRONT DR.
SUITE 204
FORT WORTH
TX
United States
Tel:
877-305-3233
D****@**********************M
(Full email address available in API data)
Industry Affiliates
| STULLCPA, LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STULL, DAVID, LILE | Individual | – | PRESIDENT | 12/2005 | 50-75% |
| STULL, STEPHEN, DAVID | Individual | – | CEO AND CCO | 01/2007 | 50-75% |